Business Services
The University of Montana
Missoula, Montana 59812-1254
Procedure: 140008
Revision Date: 1/07/09
Revision Number: 1
PROCEDURE: Vendor Request Form Instruction
Fill out the Vendor Request Form completely.
Vendor Designation
Designate by clicking on the appropriate radio button whether the vendor is a UM
Employee, UM Student or "Other". Other is defined as an individual or
Business/Organization doing business with the University of Montana that is not
a UM Employee or Student.
Vendor Information: New or Change
Indicate by clicking on the appropriate radio button whether the vendor is a New
Vendor, or existing vendor that requires a name change, address change or the
addition of an address.
New Vendor is designated when this is a first time vendor.
Change of Information is designated when the existing vendor requires a name
change or changing the address.
Vendor Small Business Ownership Information:
Indicate by clicking on the appropriate box whether the vendor is owned by a
minority, a female, or disadvantaged business (for small businesses only).
Multiple selections are allowed. If not known, you may have to contact the
vendor to see if they are certified in one or more of the below options.
Another resource to find this information is
http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm . Enter the small business name
into the Company Name or Trade Name field and click on Do “contain” matching
button, then click on Search Using These criteria button. You may need to match
the address if the results return multiple choices.
The Small Business Act states that a small business concern is "one that is
independently owned and operated and which is not dominant in its field of
operation." The law also states that in determining what constitutes a small
business, the definition will vary from industry to industry to reflect industry
differences accurately.
Minority Business Enterprise is designated when the business has certified with
the federal government that it is 51+% owned by a minority.
Female Business Enterprise is designated when the business has certified with
the federal government that it is 51+% owned by a female.
Disadvantaged Business Enterprise is designated when the business has
certified with the federal government that the owner is socially or economically
disadvantaged and owns at least 51% of the business. (usually is a minority or
female business enterprise)
N/A is designated if it is not certified as a minority, female or disadvantaged small
business. Use this option if you are entering a person for your vendor request.
Vendor Name and Address
Enter the Vendor Name, SSN or Federal Tax ID Number, the address of the
vendor with City, State, and Zip. Phone number and Fax number.
Products or Services
Indicate by clicking on the appropriate radio button whether the vendor is
performing a service, providing a product, or requesting a refund or
reimbursement.
Requested by
Enter the name of the person making the request, the phone number and
department, and email address.
Enter any additional comments or instructions as needed and click Submit.
W-9 forms are required for all New Vendors
VENDORS WILL NOT BE ADDED WITHOUT A W-9 FORM
Please fax the completed W9 Form to: 406-243-4929
Important Note: The completed W9 is mandatory for all vendor requests
designated as "Other".
Document Location
2